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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
1401
Wagner Wealth Management (South Carolina)
South Carolina
$185K -$23.5K -312 -10%
HFM
1402
Harvest Fund Management
China
$185K – – –
TWA
1403
TCI Wealth Advisors
Arizona
$184K +$9.24K +123 +5%
WEC
1404
Winslow Evans & Crocker
Massachusetts
$183K -$455K -6,050 -69%
PFBT
1405
Parkside Financial Bank & Trust
Missouri
$182K +$1.8K +24 +0.9%
LWCFA
1406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K – – –
KA
1407
Kaizen Advisory
Illinois
$175K – – –
CWM
1408
Cedar Wealth Management
California
$171K -$451 -6 -0.2%
Capstone Investment Advisors
1409
Capstone Investment Advisors
New York
$165K -$61.1M -813,259 -100%
JWA
1410
JFS Wealth Advisors
Pennsylvania
$154K -$10.1K -135 -6%
LNB
1411
Ledyard National Bank
$153K +$25.6K +341 +18%
NCM
1412
Nelson Capital Management
California
$151K -$16.4K -218 -9%
ME
1413
McIlrath & Eck
Washington
$143K -$8.79K -117 -5%
CCA
1414
Clearwater Capital Advisors
Illinois
$143K +$159K +2,115 New
PFA
1415
Pathway Financial Advisors
Vermont
$140K – – –
SIAS
1416
Shine Investment Advisory Services
Colorado
$137K -$67.3K -895 -31%
Twin Tree Management
1417
Twin Tree Management
Texas
$136K -$5.98M -79,614 -98%
FFC
1418
First Financial Corp
Indiana
$135K -$7.22K -96 -5%
BFC
1419
Bedel Financial Consulting
Indiana
$133K +$149K +1,977 New
GFP
1420
Gryphon Financial Partners
Ohio
$130K -$6.31K -84 -4%
SWMG
1421
Sanchez Wealth Management Group
Florida
$128K +$143K +1,896 New
TWMP
1422
Taylor Wealth Management Partners
Massachusetts
$125K -$552K -7,350 -80%
CS
1423
Credential Securities
$124K +$17.4K +231 +15%
BDWM
1424
Brewin Dolphin Wealth Management
Ireland
$123K -$11.3K -150 -8%
C
1425
Cerebellum
California
$117K +$130K +1,727 New